Chartwell has over 25 years of financial advisory experience and industry knowledge.  Our professionals author content to better help business owners understand our areas of expertise.


ESOP Advisory

Articles Articles
> Is My Goodwill Still "Good"? > The Pros and Cons of ESOPs
How to Assess Your Company's 'Sellability' Should You Releverage Your ESOP?
How to Start Assessing Your Company's Value > Using Compensation Studies Wisely - Executive and Director Compensation in ESOP Companies
4 Tips for Compiling a List of Buyers for Your Business > Alternative Financing Sources in ESOP Transactions
Know the Difference Between Asset Sales and Stock Sales When Buying a Business White Papers
How to Encourage Loyalty Among Your Leadership Team Managing ESOP Capital During Economic Instability
Management Teams and Business Risk: Are They Connected? > ESOP Distribution Policy: Choices, Consequences & Compromises
> Valuation Issues - Executive and Director Compensation in ESOP Companies > Using the Three R's to Optimize Your ESOP
> The Importance of Communicating Value to Employees Webinars
  > Measure, Manage, & Master Repurchase Obligation Series
  > Current Trends in Advanced Equity Planning Series
  > Strategic Considerations of a Contributory ESOP
  > Beyond COVID - Keeing Your ESOP on Track

Industry Content

COVID-19 Content

Newsletters Presentations
The Blueprint: Trends in the Construction Industry (Q3 2020) > Plan Operations During COVID-19
> The Keystone: Trends in the Architecture & Engineering Industry (Q4 2020) > Overcome Your Cash Flow Challenge
  > Dealing with ESOP Contributions When Cash is Tight
  > How the Pandemic Might Affect Repurchase Obligations
  > Pandemic Impacts on Executive Compensation


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